Truemind Capital
MAY 19, 2020
Smart investors are very careful about market valuations (prices) and investor behaviour. The chart below illustrates that the smart money enters when valuations are low and the majority of the investors aren’t looking at that asset class or security.
The Big Picture
FEBRUARY 6, 2024
And speaking of the.com implosion, like Microsoft via a case study where we, in previous strategies, we held Microsoft for a very long time, that’s where the valuation could help us in the.com bus. And actually Ben Inker is the head of our asset allocation group. 00:18:41 [Speaker Changed] Yep. It was over 50 right?
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Brown Advisory
APRIL 1, 2015
In Engines That Move Markets, a 2002 book about the cycles of technology investing, Alasdair Nairn defines “bubbles” as periods when investors appear to suspend rational valuation, much as they had during the dotcom craze shortly before the book was published. Unsurprisingly, as volume has increased, so have valuations. Possible Signs.
James Hendries
JUNE 20, 2023
As the economy is likely downshifting, investors should take heed that the Federal Reserve’s (Fed) current stance is eerily similar to early 2007. A Lot Can Change in a Few Quarters So, why bring up a Fed statement from 2007? A lot changed over the course of 2007 and 2008 as the economy fell into the Great Financial Crisis.
Brown Advisory
NOVEMBER 12, 2019
has maintained rates at historically low levels since the financial crisis of 2007-08, yet inflationary pressures remain at bay. The key question for investors is how to respond to the prospect of lower returns, or as we described it in our 2018 Asset Allocation publication, the “risk of insufficient growth.” Low interest rates.
Brown Advisory
NOVEMBER 12, 2019
has maintained rates at historically low levels since the financial crisis of 2007-08, yet inflationary pressures remain at bay. The key question for investors is how to respond to the prospect of lower returns, or as we described it in our 2018 Asset Allocation publication, the “risk of insufficient growth.” Low interest rates.
James Hendries
NOVEMBER 15, 2022
One equity market debate discussed frequently in the LPL Research Strategic & Tactical Asset Allocation Committee (STAAC) is the growth vs. value style reversal experienced the past 12 months. Since then, value has outperformed growth for the longest sustained period since 2003–2007. Future cash flows are devalued.
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